Document Management

Adding Documents

• How to Mail Documents to a Room
• How to Add a Required Document
• How to Upload Documents
• How to Create Manual Placeholders

Navigating Documents

• How to Compare Documents
• How To Use the Document Tag Feature
• How to Create a Document Based Task
• How to Relate Documents
• Understanding Document Count Differences
• How to Use TMF CRA Reconciliation

Document Processes

• How to Certify a Document
• How to Create a General Query
• How to Reply to a Query
• How to Drag and Drop Documents Between Folders
• How to Send a Document for Signature

Redacting Documents

• How to Designate a Document as Containing Restricted Content
• How to Redact Documents

Exporting Documents

• How to Export a Document
• How to Download Prior Versions of a Document

Copy or Share Documents

• How to Share Documents to Other Rooms
• How to Mass Copy a Document to All Sites
• How to Copy Documents to Folders
• How to Switch Site Investigator Roles